John H Coulombe

Erik Detota is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at firms including LPL Financial, Tompkins Trust Company, TD Ameritrade, and AXA Advisors. Transamerica Retirement Advisors serves individuals participating in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education focused on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management and serves a large client base with primarily non-discretionary assets.

Patrick Ousterout is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He also has a concurrent role at Pella Windows & Doors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Peter Moschak is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Wells Fargo in various roles from 2013 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Allen is a financial advisor with LPL Financial in Owego, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 1999 and previously worked at Tioga State Bank for 24 years. Allen serves as a board member of the Tioga County Republican Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Sian Matt is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2021, she worked for The Legal Aid Society of Mid New York for eight years. She holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by research from LPL and third-party subadvisors.

Conor Hogan is a financial advisor with LPL Financial in Owego, NY, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at KeyBank and Key Investment Services LLC. He also serves as a notary in Owego. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.